Addepar
Jasmine Sharma is a Client Success Manager at Addepar, a global technology and data company that helps investment professionals provide precise guidance for their clients. With experience at Whittier Trust Company, U.S. Trust, and Bank of America, Jasmine has a strong background in wealth management and client advisory roles. Their education includes a Bachelor of Science in Finance from San Jose State University and certification from Cannon Financial Institute in Financial Planning and Services.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.